异动解读 | 麦克莫兰铜金盘中大跌5.02%,格拉斯伯格铜矿复产澄清后股价延续回调

异动解读
May 19

麦克莫兰铜金(FCX)今日盘中股价大跌5.02%,引发市场关注。

消息面上,麦克莫兰铜金此前明确澄清,近期关于其格拉斯伯格铜矿全面复产推迟至2028年的媒体报道“具有误导性”,并重申该矿复产时间线维持2027年底前不变。此前市场基于复产延后预期推动公司股价连续上涨,澄清公告发布后,前期供应收紧逻辑遭到修正,股价自近期起持续回调。

此外,铜板块整体走弱,同行业中南方铜业、Ero Copper、Taseko Mines等均出现下跌,板块联动效应明显,进一步加剧了股价压力。

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